Financial Advisors & Business Owners – It’s time to wrap up 2024 on a high note and set the stage for an incredible 2025!

In this episode, Zach Conway and Kelsey McKenna share their insights on how to reflect, refine, and recharge your business strategies. Don’t let another year slip by without optimizing your growth potential!

Here’s what you’ll learn:

• The Power of Focus: Prioritize tasks that drive the biggest impact and avoid getting caught up in distractions.

Smart Team Structuring: Define clear roles and delegate effectively to unlock your team’s full potential.

• Strategic Planning That Works: Learn how to reassess, refine, and execute realistic goals with the right resources.

Thanks for listening!

Connect with us:

• Zach Conway on LinkedIn
• Kelsey McKenna on LinkedIn

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

• Seeds Investor Website
• Our Blog

#fromthegroundup #fromthegrounduppodcast #SeedsInvestor #ZachConway #KelseyMcKenna #NewYear #NewPlans #Plan2025

Ask Zach and Kelsey a question!

In this episode of From The Ground Up Podcast, Zach Conway, Kelsey McKenna, and guest Adam Holt explore how financial advisors can enhance client relationships through clear communication and innovative tools like Asset-Map. They discuss simplifying complex financial concepts, fostering transparency, and adopting a client-centric approach to meet the needs of next-generation investors. By emphasizing empathy, holistic financial organization, and engaging visualization techniques, the conversation provides actionable insights for advisors looking to build trust and adapt to evolving client expectations.

Key Points:

• Simplifying Communication
• Client-Centric Advising
• Utilizing Visualization Tools
• Engaging the Next Generation
• Holistic Financial Organization

Thanks for listening!

Connect with us:

• Zach Conway on LinkedIn
• Kelsey McKenna on LinkedIn

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

• Seeds Investor Website
• Our Blog

#fromthegroundup #fromthegrounduppodcast #SeedsInvestor #ZachConway #KelseyMcKenna #NextGenFinancialTips #GenAlpha

Ask Zach and Kelsey a question!

In this episode, we dive into the key transformations advisory firms need to create a service offering that drives organic growth. Zach and Kelsey discuss how entrepreneurial advisors can apply strategies used by start-ups bringing a new product to market to improve upon their service offering. They emphasize starting with a clear understanding of client needs before optimizing processes, ensuring services are tailored and effective.

This episode also highlight the value of clear goals, experimentation, and continuous improvement to avoid rigid service models. It explore how firms can can differentiate their offering for different client personas and deliver personalized solutions that address unique pain points rather than scaling services based on asset size. By embracing feedback and aligning service structures with client personas, firms can enhance satisfaction, retention, and overall success.

Key Points:

• Mindset Shifts For Growth
• Agile Experimentation
• Tailoring Service Offerings
• Clarifying Your Value Proposition

Thanks for listening!

Connect with us:

• Zach Conway on LinkedIn
• Kelsey McKenna on LinkedIn

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

• Seeds Investor Website
• Our Blog

#fromthegroundup #fromthegrounduppodcast #marketingtactics #leadgeneration #startupbusiness

Ask Zach and Kelsey a question!